Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.M. KELLEY COMPANY, INC.
EIN 35-1659138ManufacturingLatest filing 2025
Plans
2
Retirement
2
$20.7M assets
Welfare
0
Participants
227
620 DURGEE ROAD - NEW ALBANY, IN 47150812-945-3529
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.7M assets / 227 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
W.M. KELLEY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.7M
Participants106
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
W.M. KELLEY COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W.M. KELLEY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.7M | 106 | 2024 | |
| 001 | W.M. KELLEY COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 121 | 2025 |
Retirement plans